Adapt Wealth Advisors »

Spdr Index Shs Fds eafe qual mix shares owned by Adapt Wealth Advisors

Quarter-by-quarter ownership of Spdr Index Shs Fds eafe qual mix (QEFA) shares owned by Adapt Wealth Advisors from 13F filings

Historical chart of Adapt Wealth Advisors investment in Spdr Index Shs Fds eafe qual mix

Tip: Access up to 7 years of quarterly data

All positions including Spdr Index Shs Fds eafe qual mix held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Index Shs Fds eafe qual mix by Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 68k 80.48
2024-06-30 $6.5M 87k 74.74
2024-03-31 $7.8M 102k 76.09

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Alps Etf Tr Smith Core Plus (SMTH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Wisdomtree Tr India Erngs Fd (EPI)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Invesco Van Kampen Senior Income Trust (VVR)
Ishares Tr Global Energ Etf (IXC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr U.s. Insrnce Etf (IAK)

View all positions for Adapt Wealth Advisors

Top funds holding Spdr Index Shs Fds eafe qual mix

Morgan Stanley
Intelligence Driven Advisers
LPL Financial
Great Valley Advisor Group
Envestnet Asset Management
Financial Enhancement
SimpliFi
Private Advisor
First Hawaiian Bank
Bank of America Corporation
CX Institutional
KWB Wealth
Hobart Private Capital
Financial Guidance Group
Aptus Capital Advisors

View all funds holding Spdr Index Shs Fds eafe qual mix